What’s New in 8.2New features in HP Records Manager 8.2

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What’s New• Client User Experience

• IDOL

• Cloud Ready

• Webclient

• Integrations

• Office Integrations

• SharePoint

• Patching

• Surprising Inclusions

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Client UI Improvements

Instant On• Allows HP Records Manager administrators to configure access for new users not currently registered as a Location

within HP Records Manager

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Ribbon Menus

• New look for HP Records Manager Client & Enterprise Studio

• Get & Set Global

• Quick Access Toolbar

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Email Subject Parsing• Scan incoming mail message for security annotation

• [SEC=TOP SECRET:CAV=AUSTEO:CAV=PERSONNEL]

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Permissions Changes• Updated user permissions

Permission User Type pre 8.2 User Type 8.2Reassign Actions/Activities Records Coordinator Knowledge Worker

Reschedule Actions Records Manager Records Coordinator

Complete Actions Knowledge Worker Contributor

Modify External Location Records Coordinator Knowledge Worker

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Permissions Changes

User Type Optional Permissions

Records Manager Bypass View Metadata Access ControlsBypass All Access Control

Records CoordinatorBypass View Metadata Access ControlsBypass All Access ControlsBypass Lock down

Knowledge Worker

Modify Record Additional Field ValuesBypass View Metadata Access ControlsBypass All Access ControlsBypass Lock downBypass loading global toolbar and menuBypass blocked search methods

Contributor

Bypass View Metadata Access ControlsBypass All Access ControlsBypass Lock downBypass loading global toolbar and menuBypass blocked search methods

Inquiry User

Bypass View Metadata Access ControlsBypass All Access ControlsBypass Lock downBypass loading global toolbar and menuBypass blocked search methods

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Oneil™ Bridge• Manage warehouse requests from within HP Records Manager

• Uses Advanced Request Processing (licensed feature)

• Supports:• Pickup – New Record

• Retrieve – Temporary

• Pickup – Return

• Requires a unique Foreign Barcode – provided by Warehouse/vendor

• Integration runs as scheduled tasks

• HP Records Manager Request status is updated as scheduled tasks are run

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Demonstration

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IDOL

IDOL Changes

IDOL 10.10 IDOL Status in Reindex Dialog One Content Service

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Cloud Ready

HP Records Manager 8 Architecture

Web Server

Workgroup Server API/SDK

RDBMS Document Store

IDOL Index

On Premise Users

HP Records Manager Meets The Internet

Web Server

Workgroup Server API/SDK

RDBMS Document Store

IDOL Index

On Premise Users Cloud/Mobile Users

Web Server

HP Records Manager 8.1 – Hybrid Private Cloud

Workgroup Server API/SDK

On Premise Users Cloud/Mobile Users

RDBMS Document Store

IDOL Index

Web Server API/SDK

HP Records Manager 8.2 - Cloud Ready

On Premise Users Cloud/Mobile Users

RDBMS Document Store

IDOL Index

Web Server API/SDK

Workgroup Server

Workgroup Server Connections via HTTPs• Secure transfer of content to and from the cloud

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Authentication – Integrated and Explicit Windows

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Authentication – Active Directory Federated Services (ADFS)

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Authentication – Google Apps Authentication

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Web Client

Drag & Drop• Drag documents from desktop

• Available in Record creation

• Browse option still available

• One file at a time

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To Do Items• Create new• Update existing• Complete To Do Items

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Locations• Create New Locations

• Update metadata, Security Access, Active Dates, Notes

• Add or Remove Locations from Favourites

• Navigate to associated objects

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Dashboard• 9 panels available to select from

• Up to 3 panels available on Home page

• Responsive layout

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Search Improvements

• Global search interface

• Configurable form search

• More base objects

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Integrations

Thin Outlook

• Complement the HP Records Manager Web Client

• Matches the functionality of HP Records Manager in Outlook add-in

• MS Outlook 2013 only

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Thin Office Templates• Complement the HP Records Manager Web Client

• Create a new record based on an Office Template stored in HP Records Manager

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SharePoint

SharePoint• Rules based management

• Exposure

• Search

• Lifetime management enhancements

• Management details page

• Web client integration

• Performance improvements

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Other Stuff

Patching• Update.exe

– Updates for setup.exe installs

• A Windows Installer Patch (.msp) File

– Update environments installed using the product .msi files

• Patch or Hotfix version in the Installed Updates list

• Available in releases after 8.2

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Other Cool Inclusions• Word Indexing Improvements

• VMBX to EML Conversion

• Convert Location Types

• Limit File Types Allowed

• Multiple Associations for Locations

• Client IP Address in WGS Log

• IDOL Version Displayed in Setup Info

• Database Type Displayed in Enterprise Studio and Setup Info

• Identify with Location Sent an Action

• Export of System Options

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HP Records Manager 8.2 –Available Now!

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